The AAII Austin Chapter presents...

Using Managed Futures for Portfolio Diversification

Discussed by:

David Johnson Chief Investment Officer, Global Capital Group

The Harvard and Yale endowments and numerous studies show that adding diversified, not correlated, alternative investments to portfolios has not only increased returns beyond tradition portfolios but has done so with significantly less risk. David Johnson will show mounting evidence of a coming tough environment for traditional investments over the next decade and how to select portfolio components that have the potential to increase returns and reduce risk in this environment. He discusses how stocks, bonds, managed futures and real estate all have their places in a robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.

Attend This Meeting and Learn...

Lessons from the Harvard and Yale endowments on using managed futures

How to position your portfolio for a tough environment for traditional investments

How adding alternative investments to portfolios has not only increased returns beyond traditional portfolios but has done so with significantly less risk

Health and Care Plans Lou Annacone, LTCLou@gmail.com A Special Interest Group is forming to discuss AAII materials and available investment program education. Express your interest in participation to Lou at louisannacone@gmail.com.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.